Client Service Associate - Solon, OH

Advisor Talent Solutions; Solon (OH); On-site; USD 39,600 - 48,400; Full time

Benefits offered by this job

PTO

401k

Bonus potential

Job summary

Alpha Planning in Solon, OH seeks a Client Service Associate who is highly detail-oriented and resourceful to support our boutique advisory team. You will help prepare client data, manage paperwork for weekly meetings, and learn our process for advisors’ recommendations.

The role offers growth into client-facing advisory or managerial paths, with training and mentorship. Expect 40-hour weeks with occasional evenings for client events and future opportunities in financial planning.

Qualifications

• Must have strong attention to detail and accuracy in all tasks.
• Proficient in Microsoft Excel and able to manage data accurately.
• 1+ years of work experience with detail-oriented responsibilities.
• Ability to prioritize tasks and work independently after training.
• Willingness to learn and grow into advisory paths.

Responsibilities

• Prepare client data and paperwork for weekly meetings (15–20 appointments).
• Master multiple software systems to support client needs and meeting prep.
• Coordinate pre- and post-meeting tasks for smooth client interactions.
• Assist with trades support and handling client paperwork during meetings.
• Learn and apply the process for preparing advisors’ recommendations.
• Contribute to operational problem solving with a fresh perspective.
• Support client-facing tasks with growth into basic financial planning requests.
• Pursue growth toward management or advisory roles.

Skills

Attention to detail

Excel proficiency

Prioritization

Problem solving

Independent work

Education

High school diploma

Bachelor’s degree (bonus)

Tools

CRM platforms

Financial planning software

AI tools (ChatGPT)

Job description

Solon, OH

Are you passionate about the complex nature of financial planning and eager to grow within a boutique advisory firm? Alpha Planning located in Solon, OH is seeking a Client Service Associate who is extremely detail-oriented and resourceful, ready to play a vital role on our team.

In this position, your accuracy and ability to solve problems will be essential—not only for supporting our clients, but also for ensuring the foundation of our client relationships remains strong. These skills are crucial to the success of both our clients and our firm. We will set you on a path to develop into a more client-facing, advisory, or managerial role over time. If you’re ready to make an impact and grow professionally, we want to meet you!

Culture & Upside:

• Small-team intimacy: You’ll join a team where everyone’s personality, style, and strengths add color. Be ready to bring your own unique perspective!
• Results-focused expectations: Employees generally work 40 hours per week, sometimes more, but success is measured by results. Occasional evening/after-hours meetings and events may be required, especially for those interested in future advisory roles.
• Mentorship & long-term growth: Progression into Client Service Manager or Financial Advisor role possible.

Who will thrive here?

Those who love unpacking complexity, catching errors before anyone else, communicating clearly, problem solving, and contributing new ideas. You prefer the “right way” to “the quick way” and want your work to pave your path forward in the financial services industry.

What You’ll Do:

• Ensure client data and paperwork are perfectly prepared for meetings each week, averaging 15-20 appointments
• Master multiple software systems to efficiently support client needs and meeting preparation
• Coordinate essential pre- and post-meeting tasks for smooth client interactions
• Train to support trades and handle client paperwork during meetings
• Learn and master our process for preparing advisors’ recommendations
• Bring fresh perspective and problem-solving to operational challenges
• Support client-facing tasks with growth into answering basic financial planning requests
• Develop and grow with the firm for potential future role in management and/or advisory pathways

What We’re Looking For:

• High school diploma required
• Exceptional attention to detail and a commitment to accuracy in all tasks
• Eagerness to learn and demonstrated passion for the financial services industry
• Demonstrated proficiency with Microsoft Excel
• 1+ years’ of work experience exhibiting strong attention to detail and accountability for processes
• Proven ability to prioritize tasks and work independently following training
• Demonstrated history of critical thinking and effective problem-solving skills

Bonus Points:

• Bachelor’s degree in business, finance, or a related field
• Hands-on experience with CRM platforms, financial planning software, and/or innovative AI tools such as ChatGPT
• Proven background in roles that require creative problem-solving and proactive decision-making
• Genuine interest in expanding knowledge and skills toward a future career in financial advising

What You’ll Get:

Pay & Perks:

• $44k+ competitive base pay
• Position offers annual variable compensation and bonuses that are directly tied to the success of our team and firm. As your years of service with the company increase, so does your share of the bonus pool—rewarding your ongoing commitment and bottom-line impact. With strong performance and continued growth, total compensation has the potential to exceed $100,000 annually.
• Your total compensation will grow right alongside the value you bring to the firm!
• PTO
• 401k

Schedule:

• In office: Monday – Friday, 9:00am – 5:30pm
• Some evenings required for client events and evening appointments